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A focus on financial planning, not products.

At Whitings we believe in focusing on you and your financial planning, rather than taking the product-based approach of some advisors.

Everyone’s needs are different. Our aim is to understand yours and your family’s needs and to base all our advice on that understanding. We will look to identify your life goals and to understand which are the most important. We will talk to you about your personal resources in order to be able to advise you the best we can, and also look at your attitude to risk and return. Most importantly, we will take the time and trouble to build a full picture of your financial situation.

Only when we fully understand your priorities and objectives, will we discuss with you the financial plan you need, to hopefully ensure you live the life you want to live, and to help secure you and your family’s long-term financial future.

The Wealth Management Process

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What we offer

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A focus on financial planning,
not products »

Unlimited telephone & email access to your adviser »

Investment portfolio construction »

Efficient portfolio management »

Regular face to face review meetings with your adviser »

Advice on all aspects of financial planning »

Taxation and estate planning »

Transparent fee based service »

Our commitment to learning »

Please note that non-regular, i.e. transactional based, clients will not have access to all of these services.

The value of investments and income from them can go down as well as up. You may not get back the original investment.

Click here to see some of our client experiences

Managing finances in a economic crisis